Operations Executive – Calibre Investments6 min read

Job Title

Operations Executive

Company Profile

• We are an organisation specialising in Personal Financial Management. Our model is to serve from the front and we take full responsibility for our efforts. We consider continuous and in-depth research as a key factor for success.

  We offer a progressive planning practice that differentiates itself by being disciplined, well researched and profitable. We are a privately owned company and therefore core decisions regarding our processes and practices start at the grassroot level; ensuring that all angles are covered in the decision making process.

Job Profile & Responsibilities

• Be in charge of investment process of various products at Calibre Investments.
• Carry out investment in mutual funds, bonds, fixed deposits, post office schemes and other investment products from time to time.
• Maintain records of all transactions done in both offline and online modes.
• Ensure the availability of investment forms of all types of investment products.
• Ensure follow up on investments done and send the statements, summary of investments, etc, along with welcome letter to clients.
• Ensure that the process of investment is smooth and error-free.
• Manage the outdoor jobs by using services of runner / courier service for deposit of investment cheques/insurance cheques/FD and other similar issues, tax department etc.
• Maintain online and offline files of clients.
• Keep records of all transactions done through Calibre Investments done.
• Answer emails and queries pertaining to service issues of mutual funds and other investments.
• Attend to client in the absence of Investment Advisor.
• Marketing of investment and insurance products.
• Ensure that Investwell Mint is updated at all times. Follow up with Investwell in case of any discrepancies in the portfolios or mismatch of data. Weekly reconciliation of the AUMs.
• Keep a record of transactions carried out through the NSE portal in Google Sheets and follow up till the transaction is completed. Coordinate with NSE.
• Send investment portfolio to clients on request.
• Maintain office Petty Cash system and provide weekly updates to management.

Preferred Qualifications

• Graduate or Post Graduate.
• CWM Certification preferred.

Desired Candidate Profile

• This is an entry level position.
• Freshers can apply.